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BlackRock US Equity Factor Rotation ETF
DYNF

445 hedge funds and large institutions have $12.6B invested in BlackRock US Equity Factor Rotation ETF in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 254 increasing their positions, 102 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 16

149% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 102

25% more capital invested

Capital invested by funds: $10B → $12.6B (+$2.55B)

14% more funds holding

Funds holding: 391 → 445 (+54)

8% more funds holding in top 10

Funds holding in top 10: 76 → 82 (+6)

0.55% more ownership

Funds ownership: 104.07% → 104.62% (+0.55%)

Holders
445
Holders Change
+54
Holders Change %
+13.81%
% of All Funds
6.39%
Holding in Top 10
82
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.89%
% of All Funds
1.18%
New
72
Increased
254
Reduced
102
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$584M
2
PAS
Park Avenue Securities
New York
+$304M
3
LPL Financial
LPL Financial
California
+$133M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$118M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$111M

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$33.6M
2
LWM
Liberty Wealth Management
California
-$25.5M
3
DWM
Dynasty Wealth Management
Florida
-$13M
4
MFG
Merit Financial Group
Georgia
-$10.4M
5
SWM
Scissortail Wealth Management
Oklahoma
-$9.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$69.3M +$4.27M +89,650 +7%
PA
27
Parallel Advisors
California
$62.7M +$4.8M +100,699 +9%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$62.4M +$15M +314,828 +33%
AWMS
29
Advocacy Wealth Management Services
Georgia
$60.1M +$4.08M +85,729 +8%
AWM
30
AE Wealth Management
Kansas
$59.8M +$1.26M +26,368 +2%
APW
31
Austin Private Wealth
Texas
$47.3M +$4.22M +88,489 +10%
AWS
32
Atria Wealth Solutions
New York
$43.7M +$2.78M +58,409 +7%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$42.5M +$16.3M +341,606 +66%
AI
34
Atria Investments
North Carolina
$42.5M +$501K +10,509 +1%
CW
35
CreativeOne Wealth
Kansas
$42.1M +$13M +272,675 +47%
Truist Financial
36
Truist Financial
North Carolina
$41M +$3.03M +63,571 +8%
MPW
37
MA Private Wealth
California
$38.1M +$36.2M +758,797 +6,584%
MC
38
McMorgan & Co
California
$37.9M -$1.67M -35,013 -4%
HWM
39
Horizon Wealth Management
Illinois
$37.5M +$2.41M +50,564 +7%
SHJ
40
Sharkey, Howes & Javer
Colorado
$36.9M -$3.4M -71,261 -9%
IWA
41
Icon Wealth Advisors
Texas
$36.4M +$522K +10,959 +2%
SA
42
Scarborough Advisors
Maryland
$34.9M +$3.13M +65,671 +10%
US Bancorp
43
US Bancorp
Minnesota
$34.4M +$1.22M +25,507 +4%
AIA
44
Alera Investment Advisors
Illinois
$33.8M +$32.3K +679 +0.1%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$32.2M +$3.09M +64,834 +11%
HGWM
46
Horst & Graben Wealth Management
Oregon
$31.7M +$894K +18,761 +3%
IDA
47
Intelligence Driven Advisers
California
$31.2M +$1.73M +36,396 +6%
CIAS
48
CFS Investment Advisory Services
New Jersey
$29.5M +$412K +8,649 +1%
SW
49
SteelPeak Wealth
California
$26.7M +$1.36M +28,459 +6%
SFO
50
Stokes Family Office
Louisiana
$25.9M +$628K +13,176 +3%
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DYNF Hedge Fund Activity: Q3 2024 in Review

445 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BlackRock US Equity Factor Rotation ETF (DYNF) for Q3 2024, worth a combined $12.6B — up 25% from $10B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new DYNF positions and 16 closed out — a net gain of 56 holders — while 254 added to existing stakes and 102 trimmed.

The largest buyer was BlackRock, adding an estimated $584M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $33.6M sold.

  • 445 institutional investors held BlackRock US Equity Factor Rotation ETF (DYNF) as of Q3 2024, up from 391 in Q2 2024.
  • Funds reported $12.6B of BlackRock US Equity Factor Rotation ETF stock for Q3 2024, up 25% quarter-over-quarter.
  • 72 funds opened new BlackRock US Equity Factor Rotation ETF positions in Q3 2024 and 16 closed out, a net change of +56 holders.
  • The largest BlackRock US Equity Factor Rotation ETF buyer in Q3 2024 was BlackRock, an estimated $584M added.
  • The largest BlackRock US Equity Factor Rotation ETF seller in Q3 2024 was Two Sigma Investments, an estimated $33.6M sold.

Based on aggregated 13F filings for Q3 2024.